Wells Financial Advisors INC Has $206,000 Holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Wells Financial Advisors INC boosted its holdings in iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQFree Report) by 21.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 8,240 shares of the company’s stock after purchasing an additional 1,440 shares during the quarter. Wells Financial Advisors INC’s holdings in iShares iBonds Dec 2025 Term Corporate ETF were worth $206,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in IBDQ. Centricity Wealth Management LLC bought a new position in shares of iShares iBonds Dec 2025 Term Corporate ETF in the fourth quarter valued at approximately $25,000. Bank of Jackson Hole Trust purchased a new stake in iShares iBonds Dec 2025 Term Corporate ETF in the 4th quarter valued at $42,000. First United Bank & Trust bought a new position in iShares iBonds Dec 2025 Term Corporate ETF during the 4th quarter valued at $49,000. Pinnacle Bancorp Inc. boosted its holdings in iShares iBonds Dec 2025 Term Corporate ETF by 56.8% during the 4th quarter. Pinnacle Bancorp Inc. now owns 5,027 shares of the company’s stock worth $126,000 after acquiring an additional 1,822 shares during the last quarter. Finally, Wilmington Savings Fund Society FSB bought a new stake in shares of iShares iBonds Dec 2025 Term Corporate ETF in the 4th quarter worth $155,000.

iShares iBonds Dec 2025 Term Corporate ETF Price Performance

IBDQ opened at $25.15 on Wednesday. iShares iBonds Dec 2025 Term Corporate ETF has a fifty-two week low of $24.68 and a fifty-two week high of $25.16. The company’s 50-day moving average is $25.11 and its 200 day moving average is $25.08.

About iShares iBonds Dec 2025 Term Corporate ETF

(Free Report)

The iShares iBonds Dec 2025 Term Corporate ETF (IBDQ) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund tracks a global index of USD-denominated, investment-grade corporate bonds maturing between Dec 31, 2024 and Jan 1, 2026. IBDQ was launched on Mar 12, 2015 and is managed by BlackRock.

Featured Stories

Want to see what other hedge funds are holding IBDQ? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQFree Report).

Institutional Ownership by Quarter for iShares iBonds Dec 2025 Term Corporate ETF (NYSEARCA:IBDQ)

Receive News & Ratings for iShares iBonds Dec 2025 Term Corporate ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares iBonds Dec 2025 Term Corporate ETF and related companies with MarketBeat.com's FREE daily email newsletter.